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20131202
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Bloomberg
Dec 8, 2013 8:00pm EST
strongly , but think about the policy environment that the bank of japan is committed to. that may yet mean more upside. -- when itlieve comes to japanese equities, we think a trailing approach may make more sense. getting in when the shorter-term policy environment looks attractive and not being afraid to take profits and looking for another opportunity to reenter. 12 monthsee it as a overweight type market. it might be too volatile for that in 2014. , surelyoped markets there should be something on the other side of that trade. >> a few months into the year, the way we look at it is that the rally this year has been multiple expansion. that has been driven by expectations that growth and earnings will be better down the line. approach theing to point where economic growth and earnings will need to deliver. that is why we may enter the year with a continuation of the rally we would have been witnessing this year. at this point, markets are likely to begin questioning that. when we come to the end of 2014, we might be sitting back and saying the economies did eventually deliver. there are l
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